Tyler-Stone Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-100
| Closed | -$5.78K | – | 489 |
|
|
2024
Q2 | $5.78K | Buy |
+100
| New | +$5.78K | ﹤0.01% | 715 |
|
|
2022
Q3 | – | Sell |
-6,429
| Closed | -$296K | – | 844 |
|
|
2022
Q2 | $296K | Buy |
6,429
+360
| +6% | +$16.6K | 0.2% | 106 |
|
|
2022
Q1 | $332K | Buy |
6,069
+5,154
| +563% | +$282K | 0.18% | 115 |
|
|
2021
Q4 | $51K | Buy |
+915
| New | +$51K | 0.03% | 351 |
|